AN INTENTIONAL PARTNERSHIP FOR ADVISORS LOOKING TO THRIVE IN THEIR PRACTICE

We built Journey to solve the advisor’s fundamental challenges. Even with independence, resources, and technology, advisors still need a supportive community to help manage their practices and teams.

OUR WHY

We started this firm because we believe that support doesn’t just mean a high-end tech stack or access to robust solutions.

To us, support means intentionally partnering with advisors to help them make critical practice management decisions across every area of their practice.

The RIA industry is evolving, and we’re committed to building a firm that transcends industry norms around what an RIA platform can and should look like.

OUR VALUES

We’re driven by a core set of principles that guide our business decision-making, our actions with you, and the way we support each other within our team.

HONESTY

COMMUNITY

EQUALITY

FAIRNESS

COMMUNICATION

FAMILY

ACCESS

MEET YOUR TEAM

OUR LEADERSHIP

MIKE BROWN

BRIAN FLYNN

DAMIAN LOBASSO

PENNY PHILLIPS

CHARLES BRITTON

OPERATIONS AND MARKETING

ERIN MOELLER

MARK LEBIDA, CFA®

JASON SANGEKAR, CFA®

JUSTIN STARNES

AMANDA PASQUALE

KAREN SAMUELS

RYAN SIMPSON

JOHN SOLIK

ADVISORY TEAMS

SAN FRANCISCO, CA

3201 Danville Boulevard
Suite 180
Alamo, CA 94507
(415) 840-3033
Contact Team

RICHMOND, VA

1700 Bayberry Court
Suite 203
Richmond, VA 23226
(804) 525-9700
Contact Team

NEW YORK & NEW JERSEY

104 Summit Avenue
Summit, NJ 07901
(201) 905-0070
(201) 905-0070
Contact Team

Salt Lake City, UT

(201) 882-0256
Contact Team

SEATTLE, WA

(201) 881-1529
Contact Team

Ready to take the first step?

Whether you’re preparing for your legacy or have decades left to build, Journey can create the supportive structure you need to serve clients best.